LNC
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Lincoln National Corp’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History

Lincoln National Corp’s Portfolio SCZ Stock Details SCZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-97,918
Closed -$6.2M – 937
2024
Q1 		$6.2M Buy
97,918
+6,097
+7% +$373K 0.1% 124
2023
Q4 		$5.68M Buy
91,821
+86,881
+1,759% +$4.96M 0.1% 120
2023
Q3 		$279K Buy
4,940
+1,155
+31% +$68.1K 0.01% 824
2023
Q2 		$223K Sell
3,785
-1,252
-25% -$74.9K ﹤0.01% 920
2023
Q1 		$300K Buy
5,037
+331
+7% +$19.7K 0.01% 773
2022
Q4 		$266K Sell
4,706
-1,673
-26% -$89.8K 0.01% 767
2022
Q3 		$312K Sell
6,379
-4,097
-39% -$225K 0.01% 638
2022
Q2 		$572K Buy
10,476
+3,304
+46% +$200K 0.01% 462
2022
Q1 		$476K Sell
7,172
-60
-0.8% -$4.08K 0.01% 546
2021
Q4 		$529K Buy
7,232
+1,898
+36% +$141K 0.01% 504
2021
Q3 		$397K Buy
5,334
+352
+7% +$26.8K 0.01% 581
2021
Q2 		$369K Buy
4,982
+453
+10% +$34K 0.01% 590
2021
Q1 		$326K Sell
4,529
-7,702
-63% -$547K 0.01% 590
2020
Q4 		$836K Buy
12,231
+343
+3% +$21.6K 0.02% 315
2020
Q3 		$701K Buy
11,888
+5,646
+90% +$324K 0.02% 316
2020
Q2 		$334K Buy
6,242
+343
+6% +$17.3K 0.01% 471
2020
Q1 		$264K Sell
5,899
-107,934
-95% -$6M 0.01% 473
2019
Q4 		$7.09M Buy
113,833
+108,256
+1,941% +$6.5M 0.23% 55
2019
Q3 		$319K Sell
5,577
-300
-5% -$17K 0.01% 440
2019
Q2 		$337K Sell
5,877
-704
-11% -$40.6K 0.01% 394
2019
Q1 		$378K Sell
6,581
-36,067
-85% -$2.02M 0.02% 347
2018
Q4 		$2.21M Buy
42,648
+38,490
+926% +$2.16M 0.1% 90
2018
Q3 		$259K Buy
4,158
+592
+17% +$37K 0.01% 396
2018
Q2 		$224K Sell
3,566
-17,016
-83% -$1.11M 0.01% 426
2018
Q1 		$1.34M Sell
20,582
-15,311
-43% -$1.01M 0.05% 129
2017
Q4 		$2.31M Buy
35,893
+22,010
+159% +$1.39M 0.07% 136
2017
Q3 		$861K Buy
13,883
+5,475
+65% +$327K 0.04% 158
2017
Q2 		$486K Sell
8,408
-3,370
-29% -$192K 0.02% 199
2017
Q1 		$637K Sell
11,778
-7,430
-39% -$390K 0.03% 160
2016
Q4 		$958K Buy
+19,208
New +$969K 0.05% 123

Other funds holding SCZ

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lincoln National Corp's SCZ Position: Q2 2024 in Review

Lincoln National Corp sold out of iShares MSCI EAFE Small-Cap ETF (SCZ) in Q2 2024, closing a stake of 97,918 shares — an estimated $6.2M sold.

Lincoln National Corp first reported a position in SCZ in Q4 2016 and held it in 30 quarters. The position peaked at $7.09M in Q4 2019. 659 funds tracked by Wall St. Rank hold SCZ as of Q2 2024.

  • Lincoln National Corp reported no remaining iShares MSCI EAFE Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 97,918 iShares MSCI EAFE Small-Cap ETF shares in Q2 2024, an estimated $6.2M.
  • Lincoln National Corp first reported a position in iShares MSCI EAFE Small-Cap ETF in Q4 2016 and held it in 30 quarters.
  • Lincoln National Corp's iShares MSCI EAFE Small-Cap ETF position peaked at $7.09M in Q4 2019.
  • 659 funds tracked by Wall St. Rank held iShares MSCI EAFE Small-Cap ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.